1. You can type “!crm info” in the visitor channel to check a lead’s or customer’s Hubspot information.

2. You can type “!crm update” in the visitor channel to update a lead’s or customer’s Hubspot information, including their name, email, company, and photo.

How does Hubspot integration works with Slaask?

Into a conversation,

The information you add to your contact on Slack will be synchronized to Hubspot CRM automatically.

For a new visitor, a new contact will be created on your Hubspot CRM account.

Note:
To view your activity, click on the contact; all the details will appear.

When a conversation is closed, a new activity (including a link leading you to the conversation history) will automatically be created on your Hubspot CRM account.

Note:
Depending on what is allowed by each CRM tool integrated by Slaask, the lead/customer information that Slaask sends to CRMs mainly concerns customer identification (e.g. last name, first name, company, country, etc.) and contact information.